Anderson Financial Strategies, LLC

Institutional manager·CIK 0002018166
Latest Qtr return
+13.4%
SPY latest qtr
+17.6%
Alpha
-4.2ptsvs SPY
Invested
$181.9M
Holdings
32
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+40%Anderson +33.3%SPY +37.0%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Anderson Financial Strategies, LLC right now?

Anderson Financial Strategies reported $182M across 32 positions as of 31 March 2026. The portfolio is ETF-heavy: the top ten holdings are entirely fund vehicles spanning equity growth (QGRO, FENI), fixed income (IAGG, SKOR, CWB, HYFI), preferred securities (PFFA), and small-cap value (USVM), with WisdomTree's WTV anchoring at 12.0%. Direct equity exposure is limited but notable — AppLovin (APP) and Goodyear Tire (GT) each saw share counts rise materially, +38% and +28% respectively quarter-on-quarter per the 13F-HR. On a trailing four-quarter basis, the portfolio has underperformed SPY by between 0.1 and 4.2 percentage points each period; Q1 2026 alpha registered -4.2%. Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
01
$WTV
WISDOMTREE TR
Q4 2025: Sold 0.5% (222.5k → 221.4k shares)
12.0%
+7.3%
~$98.98 Mar 2026
02
$QGRO
AMERICAN CENTY ETF TR
Q4 2025: Increased +9.6% (143.5k → 157.2k shares)
9.7%
-0.4%
~$112.71 Mar 2026
03
$FENI
FIDELITY COVINGTON TRUST
Q4 2025: Sold 3.4% (416.0k → 402.0k shares)
8.6%
+1.2%
~$39.13 Mar 2026
04
$IAGG
ISHARES TR
Q4 2025: Increased +6.8% (226.5k → 242.0k shares)
6.6%
-0.2%
~$49.87 Mar 2026
05
$SKOR
FLEXSHARES TR
Q4 2025: Increased +3.3% (217.8k → 225.0k shares)
6.0%
-1.0%
~$48.47 Mar 2026
06
$CWB
SPDR SERIES TRUST
Q4 2025: Sold 3.5% (99.9k → 96.5k shares)
5.5%
-5.3%
~$103.90 Mar 2026
07
$HYFI
AB ACTIVE ETFS INC
Q4 2025: Increased +3.7% (234.9k → 243.7k shares)
5.0%
-0.9%
~$37.33 Mar 2026
08
$USVM
VICTORY PORTFOLIOS II
Q4 2025: Sold 3.1% (86.1k → 83.4k shares)
4.8%
+5.4%
~$103.64 Mar 2026
09
$PFFA
ETFIS SER TR I
Q4 2025: Increased +7.2% (351.9k → 377.2k shares)
4.5%
-5.8%
~$21.64 Mar 2026
10
$JPRE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +1.4% (156.0k → 158.2k shares)
4.5%
+6.0%
~$51.52 Mar 2026
See all 32 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Anderson Financial Strategies, LLC

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 11:06 UTC.